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MBCE · Monarch Blue Chips Core ETF ETF

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$37.78 +0.40 (+1.07%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $39,881,473
Total Shares: 1,549,999

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 2 13F filers · Δ vs Jun 30, 2023
Top Holder
99.9%
Mar 2021 → Sep 2023 · range 92.7% – 99.9%
+1.5 pts
Top 5
100.0%
Mar 2021 → Sep 2023 · range 99.9% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2021 → Sep 2023 · range 100.0% – 100.0%
0.0 pts
HHI
9,980
Mar 2021 → Sep 2023 · range 8,617 – 9,980
Highly concentrated+292

Quarterly Activity

vs Jun 30, 2023
New
0
Increased
1
Decreased
0
Sold Out
3
Unchanged
1
Holder count: -3
Institutional value: +7.7%
Shares held: +12.6%

Top Buyers

vs Jun 30, 2023
Institution Added Now Holds Open
Kingsview Wealth Management, LLC +194,092 1,548,484

Top Sellers

vs Jun 30, 2023
No qualifying movers this quarter.

Top New Positions

vs Jun 30, 2023
No new positions this quarter.

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
Brookstone Capital Management 19,643 $528,593
UBS Group AG 623 $16,764
PROEQUITIES, INC. 0 $0
Filter: New 0 Increased 1 Reduced 0 Sold out 3 Unchanged 1
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Kingsview Wealth Management, LLC MBCE $39,842,493 99.90% 1,548,484
MORGAN STANLEY MBCE $38,980 0.10% 1,515